+106.6%
ARES vs AMBA
-54.5%
+161.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.8% |
| 7D | -1.7% | -11.0% | +9.3% | +1.3% |
| 30D | +0.3% | -23.2% | +23.4% | +7.1% |
| 3M | +8.5% | -12.7% | +21.2% | +8.6% |
| 6M | +23.5% | +11.2% | +12.3% | +12.8% |
| YTD | -11.2% | -11.2% | 0.0% | -13.8% |
| 1Y | -19.3% | -22.5% | +3.3% | -20.2% |
| 3Y | +48.7% | -1.3% | +50.0% | +27.6% |
| All | +106.6% | -54.5% | +161.1% | +90.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded AMBA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling